So far, 2022 has brought surges in inflation fueled by war in Europe, monetary tightening and slower economic growth. As we pass midyear, many of us may be more than a little ready to forget about the first half. Our 2022 theme of downshifting, or slowing of growth, is certainly coming to fruition. Read the latest Markets in a Minute to learn more.
Lofty prices and higher mortgage rates are beginning to shake the foundation of the single-family housing market. Are we headed for a 2008-style correction? Read the latest Markets in a Minute for our take on what’s next.
After finishing 2020 and 2021 with robust gains, the S&P 500 index is down 21.6% this year, through June 22, 2022. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down - over 8.6% for the same period.
Stock and bond markets have had a wild ride. What’s driving this recent volatility and what’s an investor to do? Read the latest Markets in a Minute for a back-to-basics playbook for volatile markets. Read More
A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021? We continue to be in the downshifting camp. Read the latest Markets in a Minute for a recap of first-quarter performance and our outlook for the balance of this year. Read more
Buffeted by twin headwinds — rising interest rates and high inflation — the fixed-income market is off to a rough start this year. In the current climate, many investors may be tempted to forgo fixed income entirely. Read about the reasons for continuing to invest in bonds in our latest Markets in a Minute. Read more
With the war in Ukraine approaching its one-month mark and inflationary pressures rising, many investors are asking: What’s there to feel good about? The Fed is mulling the same question as it contemplates its next steps. Read the latest “Markets in a Minute” for a discussion surrounding where the Federal Reserve is expected to go with interest rates through the rest of 2022. Read more
How have prior geopolitical events impacted the U.S equity market? In he latest Markets in a Minute, we discuss this and the implications for investors. Due to the complex nature, the reading time may be a little long, but this update is worth your time and attention. Read More
With inflation hotter than expected and spreading beyond pandemic-affected industries, the Fed appears poised to take more aggressive steps to rein in price increases. What does that mean for stocks? Read my latest Markets in a Minute for a look at how equities have performed during previous rate-hiking cycles. Read More
History offers insight as to how market dynamics can shift during periods of high inflation. Read the latest “Markets in a Minute” for a look at which sectors outperformed during the Great Inflation of the late 1970s and other lessons that may help investors navigate today’s inflationary environment. Read More
President Biden has set ambitious goals for tackling climate change and has already secured billions to advance those goals with the help of the bipartisan infrastructure bill. Yet even before a fraction of that money is spent, the push for a clean-energy future is already transforming the private sector and the investment landscape. Read More
The Fed has entered one of the most-difficult phases of its pandemic response as it begins to dial back stimulus measures even before the full effects of its policies are felt and amid new risks. This update looks under the monetary-policy "hood "and discusses its implications for the markets and the economy. Read More
